Profil
Mr. Louis P.
Chasles, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. He has over 29 years of experience in the investment counseling industry, specifically in the management of private client portfolios, estates and trusts, not-for-profit portfolios and public and private foundations.
As a Senior Portfolio Manager, his primary role is to determine and implement investment strategies and solutions into his clients' portfolios based on their needs, objectives and risk profile.
He holds a Bachelor of Finance degree from Sherbrooke University and the Chartered Financial Analyst (CFA) designation.
Postes actifs de Louis Philippe Chasles
| Sociétés | Poste | Début |
|---|---|---|
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | Gestionnaire de Portefeuille-Actions | 01/08/2006 |
Formation de Louis Philippe Chasles
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | Finance |
University of Sherbrooke
University of Sherbrooke Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















